Creative Planning’s MGE Energy Inc MGEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $744K | Sell |
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|
2025
Q2 | $865K | Buy |
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|
2025
Q1 | $738K | Sell |
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|
2024
Q4 | $842K | Buy |
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|
2024
Q3 | $779K | Buy |
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|
2024
Q2 | $615K | Buy |
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|
2024
Q1 | $574K | Buy |
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|
2023
Q4 | $527K | Sell |
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|
2023
Q3 | $643K | Buy |
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|
2023
Q2 | $683K | Buy |
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|
2023
Q1 | $518K | Buy |
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|
2022
Q4 | $454K | Buy |
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|
2022
Q3 | $209K | Buy |
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|
2022
Q2 | $246K | Buy |
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|
2022
Q1 | $251K | Hold |
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|
2021
Q4 | $259K | Hold |
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|
2021
Q3 | $231K | Hold |
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|
2021
Q2 | $234K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $348K | Hold |
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|
2018
Q2 | $344K | Hold |
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|
2018
Q1 | $306K | Hold |
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|
2017
Q4 | $344K | Hold |
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|
2017
Q3 | $353K | Hold |
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|
2017
Q2 | $351K | Hold |
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|
2017
Q1 | $355K | Sell |
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|
2016
Q4 | $396K | Hold |
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|
2016
Q3 | $342K | Hold |
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|
2016
Q2 | $342K | Hold |
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|
2016
Q1 | $317K | Sell |
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|
2015
Q4 | $316K | Sell |
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|
2015
Q3 | $284K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $447K | Buy |
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|
2014
Q4 | $19K | Buy |
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|
2014
Q3 | $8K | Buy |
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|
2014
Q2 | $6K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $11K | Hold |
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|
2013
Q2 | $11K | Buy |
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